James is a Certified Financial Planner who specialises in helping to grow and protect his clients’ wealth. He started his career at RSM Bird Cameron in Perth before working with Westpac Premium in Melbourne. Today James works under Viridian Advisory who are a growing wealth management company that have their own financial services license.

If you answered any of the above questions with a ‘no’ or ‘not sure’ I invite you to take up a complimentary meeting with James to discuss your individual position.

At this initial meeting you will get to know James and see if you are comfortable working with him and his services. He will learn holistically, about your needs, objectives and aspirations to provide some feedback and a proposal on how best to get you on track. This will include presenting a range of strategies to assist you.